| Fund Name |
1 Month | 6 Months | 1 Year | 2 Years Annualised | 3 Years Annualised | 5 Years Annualised |
|---|---|---|---|---|---|---|
| Investment Funds High Growth Fund | 4.37% |
12.08% |
25.87% |
|||
| Investment Funds Growth Fund | 3.76% |
10.73% |
22.13% |
15.23% |
6.37% |
8.20% |
| Investment Funds Balanced Fund | 3.08% |
9.20% |
18.00% |
12.27% |
4.58% |
5.96% |
| Investment Funds Conservative Fund | 1.73% |
6.33% |
11.09% |
7.32% |
1.52% |
2.16% |
| Homes and Income Fund | 0.43% |
2.89% |
5.81% |
| Fund Name |
1 Month | 6 Months | 1 Year | 2 Years Annualised | 3 Years Annualised | 5 Years Annualised |
|---|---|---|---|---|---|---|
| Investment Funds NZ Share Fund | 3.16% |
9.63% |
14.83% |
6.79% |
1.43% |
3.28% |
| Investment Funds NZ Bond | 0.61% |
4.97% |
8.04% |
4.63% |
0.69% |
-0.38% |
| Investment Funds NZ Cash Fund * | 0.41% |
3.23% |
5.81% |
|||
| Investment Funds Hedged Global Share Fund | 5.16% |
12.47% |
29.68% |
|||
| Investment Funds Unhedged Global Share | 5.50% |
16.67% |
34.34% |
|||
| Investment Funds Hedged Global Bond | 1.22% |
4.67% |
6.51% |
These returns are to 30-11-2024 and are before tax and after fund management fees. Past performance is not necessarily an indicator of future performance and return periods may differ.
* This return includes the performance of the Defensive Investment Fund before the 1st of July 2024.